First Trust WCM Developing World Equity ETF (WCME) News

S&P anticipates that SK Hynix will launch another share buyback program of up to KRW 40 trillion in the fourth quarter. Combined with substantial dividends, this provides fresh catalysts for the "Korea Value-up" market rally.

S&P Global Market Intelligence forecasts that SK Hynix is likely to announce a new share buyback plan ranging from KRW 20 trillion to KRW 40 trillion in the fourth quarter of this year. Buoyed by this news, its ADRs surged more than 6% on Tuesday, while its shares listed in South Korea rose by as much as 5% on Wednesday. S&P noted that, together with Samsung Electronics' cancellation of treasury shares and massive dividend payouts, these two giants are poised to set new benchmarks for corporate governance in the South Korean capital market, helping to resolve the long-standing "Korea discount" dilemma.

wallstreetcn13:39

Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor

① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.

cls.cnSep 8 16:05

ASML Wins Commitments From Samsung, TSMC for New Chipmaking Gear

Seeking AlphaSep 8 15:59

Samsung's 4nm process running at full capacity; over half of production allocated to HBM4

① According to reports, Samsung Electronics' 4-nanometer process node is operating at full capacity, with 50%-60% of its output dedicated to producing base dies for HBM4 memory chips, corresponding to a monthly capacity of 15,000 wafers; ② Surging demand for artificial intelligence is driving Samsung Electronics, SK Hynix, and Micron to accelerate HBM production expansion, thereby squeezing capacity for traditional DRAM.

cls.cnSep 8 11:34

As AI Models Grow More Powerful, Does Storage Demand Surge? OpenAI’s Astra Reignites the “Memory Chip Trade”

The release of OpenAI’s flagship model, Astra, has reignited market enthusiasm for AI computing infrastructure. Memory chips are among the first to benefit, with U.S. semiconductor stocks and leading Asian memory manufacturers rallying collectively. Institutions believe that as the capabilities of frontier models continue to improve, the gap between AI computing demand and memory bottlenecks will widen further, making HBM and DRAM key themes in AI infrastructure investment.

wallstreetcnSep 7 21:26

Teva Launches Offering of Senior Notes to Refinance Existing Debt

Seeking AlphaSep 7 16:57

South Korean brokerages warn: Memory chip inventories at Samsung Electronics and SK Hynix have fallen to less than 10 days of supply

① KB Securities, a South Korean brokerage, warned that Samsung Electronics and SK Hynix have less than 10 days of memory semiconductor inventory, with available supply potentially exhausted by next year; ② It further noted that mass production of HBM4 is crowding out traditional DRAM capacity, and demand for DRAM and NAND is expected to exceed supply by more than 10 percentage points next year; ③ Analysts believe the stocks of both companies are currently severely undervalued, with earnings poised to hit record highs for three consecutive years.

cls.cnSep 7 16:19

Goldman Sachs forecasts a further 80% upside! The AI memory chip cycle is far from over, with a KOSPI target of 12,000 points.

Goldman Sachs strategists maintain their bullish target for the South Korean stock market, arguing that investors have underestimated the boost artificial intelligence (AI) provides to memory chip manufacturers. They keep their target for the benchmark KOSPI index at 12,000 points, implying nearly 80% upside from current levels.

Golden10 DataSep 7 09:54

Micron and SanDisk Stocks Rebound as Investors Bet on AI Boom, Cheap Valuations

Top memory stocks have bounced back over the past five weeks as investors bought the dip, betting the artificial intelligence boom will continue. Micron (NASDAQ:MU) has jumped to $1,016, up 40% from

BenzingaSep 7 01:52

Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage

The annual national medical insurance catalog negotiations have once again entered the stage of on-site bargaining.

cls.cnSep 5 18:02

Will the Next Wave of AI Winners Emerge? PIMCO Avoids U.S. Tech Giants, Bets Heavily on Asian ‘Pick-and-Shovel’ Providers

Amid elevated valuations for U.S. tech giants, the Asian AI supply chain—particularly in semiconductors and data center infrastructure—is attracting increased attention.

wallstreetcnSep 5 14:55

UBS Maintains Buy on Teva Pharmaceutical Indus, Raises Price Target to $48

UBS analyst Ashwani Verma maintains Teva Pharmaceutical Indus (NYSE:TEVA) with a Buy and raises the price target from $42 to $48.

BenzingaSep 5 02:34

Samsung and Arm Join Forces to Enter On-Device AI Market: 2nm Custom Chip Development Underway, OpenAI Poised as Key Customer

Samsung Electronics is partnering with Arm to develop custom on-device AI chips based on the 2nm process node. Arm will provide the technology, while Samsung will handle design and mass production, with OpenAI potentially emerging as the end customer. This initiative supports Samsung’s integrated “design + manufacturing” strategy, enhancing the synergistic competitiveness of its System LSI and foundry businesses. It also allows Samsung to accumulate experience in serving AI clients with advanced process technologies, thereby facilitating expansion into the custom AI chip market.

wallstreetcnSep 4 23:05

Micron's HBM production capacity is expected to double by year-end, closing the gap with Samsung and SK Hynix.

Micron Technology plans to significantly increase its monthly HBM production capacity to approximately 100,000 wafers by the end of this year, nearly doubling last year's level, thereby narrowing the capacity gap with SK Hynix and Samsung Electronics. The company is accelerating mass production of its 12-layer HBM4 products designed for NVIDIA’s “Vera Rubin” architecture, expecting their share of total capacity to reach 50% by year-end, in an effort to break out of its current trailing position with an 18% market share.

wallstreetcnSep 4 21:33

Micron, SanDisk Lag Tech Rally as China Grabs Memory Market Share

Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK) fell Thursday even as technology stocks rallied, after new data showed Chinese memory manufacturers rapidly gaining global market

BenzingaSep 4 02:36

Korea Electric Power Corporation requests prepayment of KRW 25 trillion in electricity fees from Samsung and SK Hynix.

Korea Electric Power Corporation is seeking to monetize future electricity revenue in advance to address the funding gap for grid expansion. The proposal requires Samsung Electronics and SK Hynix to prepay a total of 25 trillion won (approximately $18.1 billion) in electricity fees, covering their power consumption needs for the next five years. Samsung Electronics is required to prepay 20 trillion won, while SK Hynix is to prepay 5 trillion won.

wallstreetcnSep 3 14:26

South Korea Urgently Responds to U.S. Semiconductor Tariff Plan: Vows to Spare No Effort in Safeguarding Interests of Korean Firms

On September 3, the South Korean presidential office responded to the semiconductor tariff proposal currently being drafted by the U.S. Department of Commerce, emphasizing that specific details have not yet been finalized and that Seoul will make every effort to ensure the measures do not harm the interests of South Korean companies. The day before, U.S. Commerce Secretary Lutnick disclosed that the Trump administration is formulating a new semiconductor tariff policy: chips produced domestically in the United States would enjoy tariff exemptions, while others would face costs to access the U.S. market.

wallstreetcnSep 3 14:05

Express News | South Korean Presidential Office: The government will strive to prevent U.S. semiconductor tariff measures from adversely affecting South Korean companies.

On the 3rd, the South Korean Presidential Office (Cheong Wa Dae) responded to remarks made by U.S. Secretary of Commerce Howard Lutnick regarding semiconductor tariffs, stating that specific details have not yet been finalized and that the government will strive to prevent any adverse impact on South Korean enterprises from such measures. A Cheong Wa Dae official made these comments on the day, adding that the government would closely monitor developments and maintain close communication with the U.S. side to ensure South Korean companies remain unaffected. It is reported that Lutnick stated in an interview with CNBC on the 2nd (local time) that the U.S. would implement prudent and targeted semiconductor tariff measures, linking tariffs to semiconductor investment in the United States. Companies producing semiconductors within the U.S. would receive tariff exemptions, while others must be prepared to bear the cost (tariffs).

BreakingsSep 3 13:58

South Korea's Trillion-Dollar Sovereign AI Investment: NVIDIA Emerges Victorious, SK Hynix Under Pressure

South Korea is elevating artificial intelligence to a national strategy, with bets of such magnitude that they have drawn market attention. However, in this nationwide race, who will truly benefit is far more complex than it appears. In July this year, the South Korean government announced plans to invest $919 billion to build 8.4 gigawatts of data center computing capacity by 2029, ultimately expanding the total scale to 18.4 gigawatts by 2035. This plan will open up a vast sovereign AI market for NVIDIA; SK Group has committed to purchasing 2 gigawatts of Rubin systems, and Naver has also signed a 200-megawatt order. However, this is not purely beneficial for Samsung and SK Hynix.

wallstreetcnSep 3 04:35

Report: SK Hynix plans to deepen cooperation with Kioxia, considering building a NAND chip plant in Japan

SK Group is considering building a NAND flash memory plant in Japan and deepening its collaboration with Kioxia, potentially involving joint production. If this partnership materializes, the combined NAND market share of SK hynix and Kioxia would surpass that of Samsung Electronics, potentially reshaping the global competitive landscape. Meanwhile, SK hynix plans to leverage its leading position in High Bandwidth Memory (HBM) to drive expansion in the broader memory market and participate in the development of High Bandwidth Flash (HBF) technology. Additionally, SK is exploring acquisitions of Japanese semiconductor material companies to broaden its supply chain footprint.

wallstreetcnSep 2 22:18